Investment Q&A

Q: Hi Peter, are there any larger cap TSX stocks not currently in the portfolios that are really catching your eye as great buys for the next few years ? Sincere thanks to you and your team for all the sage advice !

Q: Back in July you werent too positive on TDGs short term potential for any sort of increase in price...that was back at $4.20s. Now that we are in the low $2s, do you think this is a buying opportunity, or is debt and earnings going to push this lower?

thanks,
jb

Q: Hi,

What is your assessment of the current situation with TCW and their debt issues? From $13 and change to $.85-ish, it looks similar to BTE (although that could be said of many of the oilco's I suppose). Between BTE and TCW, I think I prefer BTE, it seems to be more oversold, and have a better handle on debt. What are your thoughts on these two?

thanks,
jb

Q: I have a full position in DH and am up 35%, but it has been falling lately, down about $3.50 a share for September. What would you think of switching to Thompson Reuters for equal dividend with a better chance of some growth?

Q: Hi Peter and Team,

Would like an update on your thoughts towards the progress OPRX has made and also the recent minority stake WPP has taken in OPRX.

Q: Often mentioned as a takeover candidate. What is your estimate of a possible net-debt takeover price per share. Also the estimate obtained by applying the past Osisko takeover metrics?

Thanks.

Q: My broker is suggesting that I sell half my position in bank stocks and buy the:
TD Canadian Banks Index-Linked Autocallable Notes Series 9 due October 14, 2020 (non principal protected).

In his justification he is stating that "price decline in bank stocks has created an attractive Cdn Banks auto-callable note with a 10% payment at the anniversary date. I'm not sure if the bank stocks will rally that much over the next 12 months but, they only have to hold their value for this investment to payout 10%."

I appreciate your opinion on this switch as well as your opinion on linked notes in general. I found them so confusing and it appears to me that the issuer is making money in any situation they consider.

I echo other members who complements the excellent value of your service. Unfortunately it doesn't work for those who naively think that the market will always go up and every recommendation will make money in up and down market.

Thanks

Q: Hello,
Can I get your opinion on Tesla? Does the release of the model x present a good buy in opportunity?
Thanks!
Dave

Q: Do you view that lumber stocks present an attractive opportunity currently and if so what would be your preferred companies to consider? In addition which would have a more direct relationship with the increase in new housing in the US and less reliance on the China market? Thanks for all your work.

Q: Your comments on the current state of the company CONVALO and their last result will be appreciated.
thanks for helping us keep level headed in this market
Yossi

Q: Good Morning Team. Great news about Amaya. I have done very very well in the past (thanks to your guidance) with shaving my AYA holdings (first bought at $6.50) and able to buy another good stock and pay off some bills. I only hold 2.5% at the moment. I have some cash in my TFSA for an opportunity. Could this be it? Or would you suggest slower is better in this case with AYA? Thanks again for all you guys do for us including calming our nerves!!!

Q: Has anything materially changed at Mandalay to warrant the drop and share price yesterday? Would you recommend it
as a long term hold with the recent discount from me market

Q: Hi folks: I am thinking about buying some silver coins from the Canadian mint. Problem is, I can not see how a 50 dollar silver coin for example will appreciate in value if silver goes up as it still has only a 50 dollar value as a currency.
Would silver bars be better since they sell by the ounce and would be worth more if the price per ounce goes up.

Q: Any comments or concerns with the recent downward price moves for Tricon and its announcement that for the time being it will not move ahead with its IPO of TIP? Or is this downturn a buying opportunity? Thanks.

Q: Good morning,

Can I have your current (latest update April 2015) thoughts on tso3?

They seem to be in the right space?

Thanks
Tom

Q: Amaya is in New Jersey - faith in David Baazov (and 5i) has been rewarded!

Q: For your readers:

http://www.amaya.com/2015/10/amaya-receives-regulatory-approval-to-operate-pokerstars-and-full-tilt-in-new-jersey/

Massive potential for AYA with the New Jersey approval (in my opinion).

Q: I am a relatively new member of your service and find it both informative and useful. I read all of the questions and many of the answers daily. Within the answers I find many gems of general information which I call "Peter's Pearls" (of Wisdom). I transcribe them to notes (dated) and categorize them for future reference. I do this because I would have a hard time later finding the specific question which prompted the answer.

5i Research may have started as a stock advisory service. It seems that many members are now looking to you as a portfolio advisory service and /or a tax advisory service.

Most of us have 3 types of accounts, namely TFSAs, RRSPs/RRIFs and Taxable accounts, and with couples, that may be 6 accounts. It has become increasingly apparent to me that, for tax purposes, having the right stocks in the right account of the right person makes a huge difference.

Please consider posting more articles on such topics as
- portfolio construction (sector allocations and recommended number of stocks for various portfolio sizes
- recommended maximum percentage for a single stock (i.e what is a "full position") at various portfolio sizes
- model portfolios for each of the 3 account types.

Keep up the great work.

Q: Hi I have a substantial investment in the banks mainly for income. There has been a lot of articles lately about the threat of fintechs to the Canadian banks. What is you take on this threat. Thanks Mike

Q: i currently am thinking of retiring im 55 and tired of the volatile markets im considering putting all my money 800K in Dream Office Real Estate Investment Trust d.un with the current 10% yeild that should give me about 6600 monthly income which would be comfortable for me, my house is paid and i have no debt. d.un has taken a hit for being a reit in general and for being located in calgary, i think it is way oversold, i would like to know what you think of this idea.

thank you